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CPA Services in Levittown

CPA Services in Levittown

Experience The SD Difference

CPA Services Levittown

CPA Services in Levittown

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215.517.5600

The Expert and Experienced CPA Services Levittown Prefers

Discover Levittown’s Trusted Accounting Firm

SD Associates, P.C. offers the expert CPA services Levittown has counted on for over 40 years. We always go the extra mile for our clients because we understand that there’s no room for error when it comes to finances and taxes. Our team specializes in many areas of accounting, from financial planning to tax preparation services and much more.

The SD Accounting Difference

  • Solid Client Relationships
  • Over 40 Years of Experience
  • Expertise in Multiple Areas
  • Full Service Accounting Firm

Contact us today to learn more about the CPA services Levittown relies on and schedule an appointment!

Expert CPA Services

SD Associates P.C. is the natural choice for all your accounting needs because our team has more than 140 years of combined experience. Our team will help you identify your financial goals and work towards them. We specialize in numerous areas and industries, meaning we can handle most situations and circumstances.

Reasons You Should Work with a Certified Public Accountant

Peace of Mind

When you work with a professional accountant, you have the reassurance that your finances are being handled by a licensed professional. You’ll enjoy peace of mind, knowing that you are working with an expert team that specializes in navigating the complexities of accounting and taxes.

Expert Knowledge

At SD Associates, P.C., our team specializes in all aspects of financial planning. We have the expertise you need to keep track of your finances and taxes, which can be overwhelming to do on your own.

Strategic Financial Planning

The reality is that long-term financial success requires some level of planning. A certified public accountant will help you keep track of your cash flow management, profitability, and other business growth strategies.

Tax Planning and Preparation Assistance

By working with a professional accountant,  you don’t have to deal with navigating the tax sphere alone. A tax accountant will assist you with identifying credits and incentives, minimizing your liability, and ensuring your tax filing complies with tax laws.

Industries We Serve

Law Firms

It’s no secret that law firms have a lot of information to keep track of, which is why working with a law tax accountant is an excellent way to reduce stress and ensure compliance. Whether you need business financial counseling or assistance with tax filing, SD Associates, P.C. is here to help.

Medical Practices

SD Associates, P.C., will guide you through the financial landscape of the medical practice industry. With our help, you can be confident that your finances are in safe hands. Over the years, we have worked with small and large practices, making us well-versed in the industry’s unique needs.

Cannabis

As the cannabis industry grows, so do its tax laws and financial obligations. When you work with a professional accountant, you will have a clear understanding of everything from your tax deductions to financial planning and more.

Non-Profit Organizations

You need to work with an accounting firm that has the expertise and knowledge to handle all of the financial and taxation needs of the non-profit sphere. With the help of our dedicated professionals, we guarantee your business will be in compliance with all relevant laws and regulations.

Manufacturing and Distribution

We will help you understand your tax obligations and track your financial goals to ensure full compliance. Since there are many facets that go into the accounting and tax needs of a manufacturing and distribution business, you need an accounting firm that will put your needs first.

Charter Schools

We make keeping track of your charter school finances and taxes simple and stress-free. Over the years, SD Associates, P.C. has worked with many charter schools, making us experts at understanding the unique needs of this industry.

Wholesale and Retail

Our team frequently works with wholesale and retail clients because we understand the industry’s financial landscape. We know all of the types of taxes that these organizations deal with and will ensure your business is in great financial standing.

Technology

Since the tech industry is ever evolving, you need a trusted accounting firm that understands all of its rules and regulations. By partnering with a professional accountant at SD Associates, P.C., you’ll know that your business is always compliant.

Automotive

Since car dealerships have to deal with several types of tax and financial obligations, it makes sense to partner with an accounting firm. With our tax preparation services, we guarantee full compliance with all relevant laws and regulations, which includes ensuring you have access to all the credits and incentives to which you may be entitled.

Construction

SD Associates, P.C. understands the unique needs of the construction industry when it comes to accounting services. Since there is so much to keep track of, your professional accountant will help you with all your financial and tax needs.

Real Estate

The financial side of the real estate industry has multiple facets, from capital gains to rental income and more. That’s why SD Associates, P.C. is here to help you through the entire process, as we are the best accountant for real estate investors.

Consultations

With our personalized service, our team will help you plan out the necessary strategies to ensure your business has everything it needs to succeed. During our consultations, we will make sure you have all the necessary information and tools to guarantee your organization is in good financial shape.

Our Consultation Services

-Audit Assistance

-New Business Creation

-Succession Planning

-Objective Troubleshooting

-Tax Strategy Design

Audits

Wondering if an audit is necessary? The reality is that it is an excellent way to save you stress and money in the long run. We identify and prevent potential errors and/ or frauds, and will make sure that all of your books are accurate.

Our Audit Services

  • Internal Audits
  • Compliance Audits
  • Financial Statement Audits

Business Services

You need a professional accountant who has the expertise to handle all your business financial services and tax preparation services. Fortunately, you have come to the right place, as we are Levittown’s trusted accounting firm. From financial planning to tax preparations services, SD Associates, P.C. has you covered.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Advisory

-Business Structure and Reorganization

Accounting Services

Keeping track of your books and preparing tax returns on your own can be tough, whether you’re an individual or a business. We are here to help you through the entire process, as every certified public accountant on our team specializes in assisting clients with achieving their financial goals. Our team handles a wide range of services, from tax preparation services to counseling new business owners and more.

Our Accounting Services

-Tax Preparation and Planning

-Quickbooks Installation, Training, and Support

-Real Estate Sales and Acquisitions

-Lease Purchase Analysis

-Bank Financing and Loan Restructuring Assistance

-Business and Strategic Planning

-Business Acquisitions and Sales Assistance

-Financial Statement Preparation

-New Business Set-Up Counseling

-Bookkeeping Assistance

Attestation Services

You need attestation services to ensure you are running your business effectively. SD Associates, P.C. offers the CPA services Levittown has relied on since 1983. Our team will ensure your financial statements are accurate and will make sure you maintain compliance and grow your business, as we are Levittown’s trusted accounting firm.

Our Attestation Services

-Employee Benefit Plans

-Review and Compilation

-Single Audit

-Agreed Upon Procedures

Tax Planning

Few things are as overwhelming as keeping track of your taxes. Estimating taxes and tracking your financial records can be overwhelming, which is why you need the help of a tax accountant. With our tax planning services, you can rest assured that you will be in the best possible position going into tax season. However simple or complex your situation may be, our team will ensure you receive the best possible tax return.

Our Tax Planning Services

-Estimates and Projections

-1031 Exchanges

-Budgeting and Forecasting

Tax Services

When you work with SD Associates, P.C., you can be confident that your taxes will be filed properly and on time. Nobody wants to worry about whether there are any mistakes on their taxes, which is why you need the assistance of a professional accountant. Whether you need help with personal or small business tax preparation or are filing large-scale corporate tax services, we will make sure you understand the right deductions for your situation and will identify any credits/ incentives to which you may be entitled.

Our Tax Services

-Gift Tax Returns

-Fiduciary Returns and Trusts

-S Corps., C Corps., & Partnerships

-Employee Retention Credit Studies

-Tax Dispute Resolutions

-Estate Returns

-Partnership Returns

-Personal Returns

-Business Returns

Why Choose SD Associates, P.C.?

Over 140 Years of Combined Experience

We have been in the industry for so long that it is impossible to phase us, from small business tax preparation to corporate financial planning and more. Our team is at the top of its game, as it consists of six shareholders who have over 140 years of experience.

High Professional Standards

At SD Associates, P.C., we follow an extremely strict quality control system, which received the highest possible rankings and was reviewed by the Pennsylvania Institute of Certified Public Accountants. We uphold the highest professional standards in the industry and you can always count on us to put you first.

Broad Client Base

The industries we serve range from manufacturing and restaurants to non-profits, financial services, professional services, and more. We also cover a diverse range of clientele, including individuals and small businesses to large corporations.

CPAs with Advanced Degrees

Our team is qualified to handle any tax or financial situation. We aren’t just a group of certified public accountants, as many members of our team also hold advanced degrees, including masters in Taxation.

Learn More About the CPA Services Levittown Relies on for Unmatched Service

{We offer the CPA services Levittown has turned to for over 40 years. At SD Associates, P.C., our team of CPAs have decades of combined experience. We do it all, from financial planning to corporate tax services and much more. Our goal is to build long-lasting client relationships and we guarantee we will be by your side through thick and thin.

Discover the CPA services Levittown counts on and contact us today!|SD Associates, P.C. offers the CPA services Levittown has trusted for over 40 years. Our team of professional and committed CPAs have decades of combined experience. From financial planning to corporate tax services, we do it all. We build long-term relationships with our clients and will always be by your side.

Learn more about the CPA services Levittown prefers and contact our team today!|At SD Associates, P.C., we offer the CPA services Levittown has relied on for decades. We are a team of professional and committed CPAs who have decades of combined experience. Whether you’re looking for corporate tax services or financial planning, we have you covered. Our goal is to build a lasting relationship with you so that we can be by your side through thick and thin.

Contact us to discover the CPA services Levittown trusts and schedule a consultation today!|We offer the CPA services Levittown has counted on for decades because we uphold extremely high professional standards. At SD Associates, P.C., we are a team of committed CPAs with decades of combined experience. From financial planning to corporate tax services, we have you covered. We build lasting relationships with our clients and will always be by your side.

Contact us to learn more about the CPA services Levittown leans on and schedule a consultation today!

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Experience The SD Difference

Why Our Clients Love Us

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Looking For More From Your CPA?

When you partner with SD Associates, P.C., you’re working with a top-notch team of knowledgeable tax professionals. With over 3 decades of experience, we strive to provide our clients with the highest level of service.

Full-service CPA Firm

Over 35 Years in Business

Always Available for Phone Calls

Accessible Via Email or Phone

Wide Client Base

Experienced CPAs with Advanced Degrees

The Best Accountants in Philadelphia & the Tri-State Area

Service Areas

Communities We Serve

Our Service Areas
Montgomery
Philadelphia
Bucks
Chester
Delaware
Other States